Setting Up the SRM Dashboard

Define Procurement Controls Page

PRCR_ENTITY_TBL

Define a spend analysis reporting entity.

Dashboard Page

PO_SPEND_BUYER

Use this page to further refine information to be displayed on the Spend Analysis pagelets. Define and maintain buyers and purchase order defaults for buyers.

Define Buyers for a Manager Page

PO_MANAGER_TBL

Define buyers that report to a manager for use by the manager spend analysis pagelets. This provides an aggregated view of spend for all buyers reporting to a manager.

Register Worklists for Activity Monitor Page

PV_WL_REGISTRY

Select the worklist entries that can appear on the buyer or managers Activity Monitor.

Update Spend History PageRunning the Spend History Process

PO_SPEND_HIST_RC

Run the Spend History process which updates the spend history records.

Reporting Entity ID

Enter a unique identifier for spend history.

Reporting Type

Select Spend Analysis.

Description

Enter a short description for the reporting entity.

Calendar SetID

Select the SetID for the calendar you want to use to bucket expenditures.

Calendar ID

Select a predefined calendar in which to bucket purchase order expenditures. This calendar will determine how purchase order commitments will be displayed by period.

For example, if you selected a calendar where Period 1 was defined from 01/02/2005 to 01/29/2005 and Period 2 was from 01/30/2005 to 02/26/2005 and you created the following purchase orders:

1. You have 2 purchase order schedules, one for 100.00 due 01/15/2005 and another for 200.00 due 1/30/2005.

2. When the graph for the Buyer Spend Total is generated, you would see 100.00 in Period 1 and 200.00 in Period 2.

See Calendar Periods Page.

Currency Code

Select a currency to which all purchase order spend information will be converted. This will be the currency that all buyers or managers assigned this reporting entity will view their total spend information.

Rate Type

Select the rate type used to convert the currency for purchase orders.

Unit Type

Displays the business unit type. PO appears by default. This value cannot be changed.

Business Unit

Select all the PeopleSoft Purchasing business units for which this reporting entity is responsible. When updating the spend history tables, the process selects all purchase orders assigned to the PeopleSoft Purchasing business units specified here.

You should set up a reporting entity for all possible combinations of business units for which buyers are responsible. For example, if Buyer A and Buyer B both can purchase only for Purchasing Business Unit 1, you would need only one reporting entity. However, if Buyer A can purchase for Purchasing Business Unit 1 and 2 and Buyer B can purchase for Purchasing Business Unit 2 and 3, you would need two separate reporting entities. When defining a manager as a buyer, you should ensure the reporting entity specified on the manager's dashboard preferences is either the same as the buyers for which he or she is responsible or encompasses all the business units for the buyers. For example, if both Buyer A and Buyer B purchased for Purchasing Business Unit 1 and reported to Manager XYZ, you could use the same reporting entity when setting up Buyer A, Buyer B and Manager XYZ However, if Buyer A purchases for Business Unit 1 and 2 and Buyer B purchases for Business Unit 2 and 3, you would need to set up a third reporting entity that included Business Units 1, 2 and 3 and assign that reporting entity to Manager XYZ. That way, Manager XYZ would be able to view all the business units for all the buyers for which he or she was responsible.

Reporting Entity ID

Select the reporting entity you want to associate with the buyer or manager. This will control which purchasing business unit information is displayed to the buyer or manager on the graphs and the currency in which it is displayed. The system will look at the purchase orders for the purchasing business units defined on the reporting entity definition and summarize the purchase order amounts by buyer. When this buyer logs onto their home page, the purchase order amounts for which they are the designated buyer will be displayed. The amounts are displayed in the currency specified on the reporting entity definition.

Prior Periods

Enter the number of prior periods to be displayed on the graphs. For example, if the buyer wants to view one prior period and five future periods worth of spend information, they would enter 1 in this field.

Future Periods

Enter the number of future periods to be displayed on the graphs.

Buyer

Select the buyers you want to associate with this manager. All the buyer information associated with the different buyers that are defined here will display for the manager on the different manager spend analysis pagelets.

Worklist Name

Select the worklist name that you would like to have appear on the Activity Monitor pagelet.